Private Banking & Wealth Management Switzerland Conference & Awards

Biography:

Session Details: Fostering an attractive overall strategic development plan in private banking: maximising the growth 15-12-2022, 2:10 pm Panel Discussion | Strategies to Accelerate Growth 15-12-2022, 3:30 pm View In Agenda

Biography:

Session Details: Wealth Management in today’s challenging environment 15-12-2022, 11:30 am View In Agenda

Biography: Dr. Dominik Helberger verfügt über mehr als 20 Jahre Erfahrung an den Finanzmärkten. Seit 2006 ist Dr. Dominik Helberger bei der Bergos AG (ursprünglich Bergos Berenberg AG). Seit Februar 2021 leitet er den Bereich Private Banking und ist Mitglied der erweiterten Geschäftsleitung. Zuvor war er für die Leitung des Teams Strategic Clients zuständig. welches als Kernziel die ganzheitliche Betreuung komplexer Kunden unter Zuhilfenahme interner- und externer Spezialisten am Standort Schweiz verfolgte. Bis 2014 war er Leiter Familienunternehmer der Berenberg Gruppe, 2011 Leiter Familienunternehmer Schweiz und von 2010 bis 2011 CoHead der Niederlassung Genf. Vor seiner Zeit bei Bergos war er als Institutional Asset Manager für JP Morgan Frankfurt tätig sowie als Aktienanalyst für die Dresdner Bank Frankfurt und London. Sein Studium der Betriebswirtschaftslehre schloss er mit Auszeichnung ab. Er promovierte ausschliesslich neben dem Beruf 2009 an der TU-Berlin am Lehrstuhl Finance in Behavioral Finance und ist Charterholder des CEFA und des CWMA. Dr. Helberger ist Mentor bei Startup-Teens, Unterstützer des Theater Rigiblick und Förderer der Schweizer Paraplegiker-Stiftung

Session Details: Implementation of Bergos’ analysis approach with the client in the current market environment, using examples and a behavioural approach 15-12-2022, 2:10 pm Panel Discussion | Navigating the Investment Landscape and New Asset Classes 15-12-2022, 3:30 pm View In Agenda

Biography:

Session Details: Adapting in the face of disruption: a focus on macro variables in the global market 15-12-2022, 4:10 pm Panel Discussion | Preparing for the upcoming transfer of wealth for the Baby Boomer generation 15-12-2022, 5:10 pm View In Agenda

Biography:

Session Details: Tailoring your value proposition to increase UHNWI engagement 15-12-2022, 2:50 pm View In Agenda

Biography: 15+ years’ international experience managing transactions and assessing investment opportunities, helping clients, entrepreneurs and organizations achieve strategic business objectives. Goal-oriented professional skilled to handle multiple tasks, manage stakeholders’ needs and lead projects and cross-functional teams towards success Based in Geneva and currently Managing Director at the Mirabaud group providing and structuring a wide spectrum of services to private and institutional clients. Built up relationships and developed a strong network of clients (i.e. UHNWIs, family offices, wealth managers, fund managers, CEOs, CFOs). Managed private clients’ wealth and structured their assets allocation matching their financial needs and target objectives. Led investments process conducting c transactions for clients. Structured deals and financial terms leading negotiations of term sheets, legal contracts and SPAs for clients

Session Details: SESSION TWO | Sustainability and Impact Investing 15-12-2022, Back to the future: banking version 0.0 15-12-2022, 12:30 pm SESSION THREE | Strategies to Accelerate Growth 15-12-2022, Panel Discussion | Strategies to Accelerate Growth 15-12-2022, 3:30 pm View In Agenda

Biography:

Session Details: Welcome address and chair’s opening remarks 15-12-2022, 8:50 am SESSION ONE | The Future Outlook of Private Banking 15-12-2022, Panel Discussion | How optimistic does the future look as we head into 2023? 15-12-2022, 10:40 am Panel Discussion | Harnessing the potential of WealthTech: How it’s shaking up the private banking industry 15-12-2022, 12:50 pm SESSION THREE | Navigating the Investment Landscape and New Asset Classes 15-12-2022, Panel Discussion | Navigating the Investment Landscape and New Asset Classes 15-12-2022, 3:30 pm SESSION FOUR | Disruptive Forces and Emerging Trends 15-12-2022, Panel Discussion | Preparing for the upcoming transfer of wealth for the Baby Boomer generation 15-12-2022, 5:10 pm View In Agenda

Biography:

Session Details: Leveraging impactful investing with ESG: driving change across generations 15-12-2022, 11:50 am Panel Discussion | Sustainability transparency: building stakeholder confidence and creating value for clients’ individual needs 15-12-2022, 12:50 pm View In Agenda

Biography: Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

Session Details: OK, boomer: how private banks can perform the transformation from baby boomers to Gen Z 15-12-2022, 12:10 pm Panel Discussion | Harnessing the potential of WealthTech: How it’s shaking up the private banking industry 15-12-2022, 12:50 pm View In Agenda

Biography: Patrick is Senior Sales Specialist at UBS Partner, UBS’ WealthTech solution for Private Banks and Wealth Managers and helps clients on their digital transformation journey. He primarily focuses on the EMEA region and is also responsible for driving partnerships for UBS Partner. Before joining UBS Partner Patrick was leading the Swiss hub within the UBS EMEA Cross-Business Development unit fostering a holistic client coverage for the region’s top clients across all UBS divisions. Patrick joined UBS in 2011 at UBS Switzerland’s Strategy & Business Development unit where he led a business consulting team primarily focusing on digitalization projects. Patrick started his career in banking and business consulting. He holds a diploma in business administration from the Cooperative State University Loerrach and a Master of Science from the WHU / Otto Beisheim School of Management in Vallendar.

Session Details: Embedding ESG seamlessly into the advisory process 15-12-2022, 10:00 am Panel Discussion | How optimistic does the future look as we head into 2023? 15-12-2022, 10:40 am View In Agenda

Biography: Jon Duncan began his career in 1996 in South Africa, where he held roles in environmental research, consulting, and engineering. As a senior sustainability researcher and consultant at Trialogue between 2004 and 2006, Jon designed and implemented corporate sustainability and social investment strategies. In 2006, he became a partner at Environmental Resource Management, focused on climate and sustainability for Southern Africa. There, his work focused on enhancing businesses’ understanding and ability to manage the key risks and opportunities presented by sustainability and climate change. In 2011, Jon became Head of the Group Responsible Investment Program for Old Mutual, where he led the development and implementation of the Responsible Investment Program across the business’ global operations. He developed Old Mutual’s ESG research and analysis capabilities, developed ESG integration and sustainability focused product propositions across the various investment capabilities and asset classes, and led the business’ engagement with key stakeholders including regulators, academia, clients and the media, as well as industry associations. Jon joined REYL in 2022 as Chief Impact Officer where he is tasked with developing, implementing and leading REYL's impact strategy to maximise the value-add opportunities that arise from the global economic transition to a low carbon footprint. Jon holds a bachelor’s degree in Civil Engineering from the University of Cape Town and a master’s in Environmental Science from the University of Natal. He has maintained an active role in the academic sector through teaching at the University of Cape Town Business School, University of Stellenbosch & Rhodes University, and in 2015 was appointed as Senior Associate of the University of Cambridge Institute for Sustainability Leadership.

Session Details: Private Banking & Sustainable Finance: Enabling positive impact?  15-12-2022, 9:20 am Panel Discussion | How optimistic does the future look as we head into 2023? 15-12-2022, 10:40 am View In Agenda

Biography:

Session Details: As Global as our Clients 15-12-2022, 2:50 pm Panel Discussion | Strategies to Accelerate Growth 15-12-2022, 3:30 pm View In Agenda

Biography: Christine is the CEO of the EMEA region of InvestCloud. She has a career of successfully building businesses across Europe and Asia. In addition, she is on the Board of Barclays Private Bank Switzerland and Institut Pasteur Switzerland. Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy dedicated to the Financial Services industry. She was also a founding member of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan, where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong. Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College.

Session Details: Making an impact - intuitive client-advisor experience drives value 15-12-2022, 11:30 am View In Agenda

Biography: Dr. Boris Rankov is the Head of Digital Advisory at InvestCloud EMEA region. Previously a co-founder of InCube Group, Boris has more than 15 years of experience in banking and wealth management, working with global financial institutions on digital transformation programs. His expertise lies primarily in the fields of wealth advisory, portfolio and risk management and applying data science in the investment context. Boris holds a Master’s degree and PhD in Electrical Engineering from the ETH Zurich (Dr. Sc. ETH).

Session Details: Panel Discussion | Harnessing the potential of WealthTech: How it’s shaking up the private banking industry 15-12-2022, 12:50 pm View In Agenda

Biography: François joined Wealth Dynamix in 2020 to grow the company’s presence in France and further extend business operations across Europe and has since been designated Chief Revenue Officer, a member of the board. Having closed several flagship deals for the company across Europe and Switzerland, today his role encompasses responsibility for new and existing revenues, recruiting, structuring and managing the sales team, plus owning the business forecast and reseller channels. Previously, François served as Chief Sales and Marketing Officer, Executive Committee member and investor at DreamQuark, an Artificial Intelligence software startup. At DreamQuark, he secured the firm’s first recurring revenues with Tier-1 banks and insurance companies, won the Fintech of the Year award and enabled A and B level fundraising. Before that François spent almost 10 years at Nokia Networks, leading European Sales for Analytics Software. François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.

Session Details: Why Swiss Banks Should Make Client Lifecycle Management Their SaaS of Choice? 15-12-2022, 12:30 pm View In Agenda

Biography: Yusuf Savmaz is Global Head of Swiss Market at BNP Paribas Wealth Management Switzerland. He has 22 years of experience in the Wealth Management industry, focusing on entrepreneurs and executives for the last 10 years. For the past six years, he was responsible for the entrepreneurs, executives and wealthy families segment in the Zurich region as a Managing Director at Credit Suisse. He holds a Master of Arts in Business Administration from the University of Zurich, is a Swiss certified tax expert and is a Certified International Wealth Manager.

Session Details: Future and Challenges in Swiss Onshore Wealth Management 15-12-2022, 9:40 am Panel Discussion | How optimistic does the future look as we head into 2023? 15-12-2022, 10:40 am View In Agenda

Biography: Corporate finance specialist with strong analytical skills and broad experience in a wide range of investment banking products (including M&A, equity and debt capital markets). Ability to work in several industries despite focus on the financial institutions space (banks, insurance, diversified financials). Enthusiastic team player with strong sense of commitment and tenacity to overcome obstacles.

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Biography: Frederic Kemp is Chief Market Officer at Azqore and Member of the Group Executive Committee. With 20+ years’ experience in banking and digital transformation projects, Frederic has gained a specific insight into Wealth management and in the disruptive models and technologies currently reshaping the Finance industry. He today drives Azqore's Strategic Marketing in order to best answer existing and future clients evolving needs, implement resilient operating model and deliver news digital services globally.  Before joining Azqore, he was a Managing Director at the Swiss-based group Avaloq where he founded the first foreign entity in Luxembourg and actively contributed to the group’s international expansion. He previously worked for IBM Global Services and an internet start-up, as well as for the Belgian Parliament. Frederic holds a bachelor in marketing and a master in Political Sciences & International Relations from UCLouvain.

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